GC

Garde Capital Portfolio holdings

AUM $1.87B
1-Year Est. Return 14.67%
This Quarter Est. Return
1 Year Est. Return
+14.67%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$302M
AUM Growth
+$17.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
120
New
Increased
Reduced
Closed

Top Buys

1
+$3.61M
2
+$2.41M
3
+$2.39M
4
VPL icon
Vanguard FTSE Pacific ETF
VPL
+$2.13M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.93M

Top Sells

1
+$1.14M
2
+$940K
3
+$731K
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$680K
5
DVY icon
iShares Select Dividend ETF
DVY
+$654K

Sector Composition

1 Technology 2.62%
2 Consumer Discretionary 1.41%
3 Healthcare 0.85%
4 Consumer Staples 0.82%
5 Communication Services 0.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$634K 0.21%
22,830
+1,212
52
$613K 0.2%
11,457
+6,847
53
$604K 0.2%
9,832
+1,065
54
$586K 0.19%
6,293
-85
55
$570K 0.19%
46,275
-2,600
56
$570K 0.19%
9,074
-11,642
57
$550K 0.18%
6,824
+654
58
$531K 0.18%
5,415
-26
59
$527K 0.17%
5,139
+2,070
60
$523K 0.17%
20,473
61
$510K 0.17%
12,802
-22
62
$500K 0.17%
3,171
-10
63
$483K 0.16%
31,500
64
$448K 0.15%
13,081
-1,359
65
$439K 0.15%
3,844
+1,550
66
$435K 0.14%
10,244
-22,134
67
$434K 0.14%
15,049
-4,560
68
$430K 0.14%
2,820
+894
69
$428K 0.14%
8,492
70
$427K 0.14%
2
71
$394K 0.13%
14,531
-10,006
72
$389K 0.13%
11,316
-9,361
73
$380K 0.13%
5,610
74
$348K 0.12%
12,378
+2,211
75
$336K 0.11%
4,082
+1,561
1 2
3
4 5